Kaufmännische/r Angestellte/r (m/w/d) im Außendienst
Core
Sales representative responsible for acquiring new clients, creating financial concepts, and integrating customers into the company's network.
Role type
Outside sales representative (financial services)
Builds
Financial products and investment solutions for individual clients
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Financial profile creation, investment consulting, client acquisition, relationship management, data entry
Preferred skills
Honesty, high sense of responsibility, long-term thinking orientation, ability to convince clients
Technologies
None stated
Responsibilities
Collecting complete financial profiles from potential clients, creating targeted financial concepts, integrating new clients into the network, acquiring new customers, maintaining customer relationships, managing customer data, monitoring distributed products